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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
2076
First Business Financial Services
Wisconsin
$590K -$42.3K -166 -7%
LWM
2077
LongView Wealth Management
Georgia
$589K -$10.4K -41 -2%
CWA
2078
Centennial Wealth Advisory
Michigan
$589K +$94.1K +369 +19%
PCA
2079
Prosperity Capital Advisors
Ohio
$589K -$352K -1,379 -37%
GWM
2080
Greenwich Wealth Management
Connecticut
$588K +$27K +106 +5%
DSC
2081
Duncker Streett & Co
Missouri
$588K -$6.12K -24 -1%
IP
2082
Ignite Planners
California
$587K -$23.1K -92 -4%
GCIA
2083
Gabelli & Co Investment Advisers
New York
$586K – – –
SFG
2084
Seamount Financial Group
Colorado
$586K +$60.7K +238 +12%
SW
2085
SMART Wealth
Nebraska
$585K +$127K +498 +28%
LWAM
2086
Legacy Wealth Asset Management
Minnesota
$584K +$4.59K +18 +0.8%
FAT
2087
First American Trust
California
$583K -$28.3K -111 -5%
CCP
2088
Carmel Capital Partners
California
$583K +$16.8K +66 +3%
SWM
2089
Stockman Wealth Management
Montana
$582K +$27.8K +109 +5%
CSB
2090
City State Bank
Iowa
$580K +$110K +430 +23%
WSC
2091
Wellington Shields & Co
New York
$578K – – –
CG
2092
Clarus Group
Texas
$577K -$123K -482 -18%
KA
2093
Kozak & Associates
Colorado
$576K +$3.75K +15 +0.7%
AW
2094
Atlas Wealth
Ohio
$576K +$288K +1,151 +100%
VRM
2095
Vectors Research Management
New York
$575K -$2.55K -10 -0.4%
OHWA
2096
Oak Hill Wealth Advisors
Virginia
$573K +$573K +2,250 New
TI
2097
tru Independence
Oregon
$573K +$11.2K +44 +2%
MKC
2098
M. Kraus & Co
Vermont
$573K +$12.7K +50 +2%
SBWIC
2099
Schaper Benz & Wise Investment Counsel
Wisconsin
$570K -$1.15M -4,500 -67%
MCA
2100
MSH Capital Advisors
Arizona
$569K -$7.39K -29 -1%
82 83
84
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